Purchases and Sales Made in Q4 2023 in Investment Managers Ser Tr Ii (NXTE)
This table provides information about the institutional ownership of Investment Managers Ser Tr Ii (NXTE) during Q4 2023. The information is specifically focused on institutions that hold shares of INVESTMENT MANAGERS SER TR II .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
22.9K+ 2.54% |
N/A
|
924K
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
11.8K+ 34.1% |
N/A
|
46.6K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
8.96KNew |
N/A
|
8.96K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.78K+ 9.16% |
N/A
|
33.2K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.28KNew |
N/A
|
1.28K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
607New |
N/A
|
607
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
327+ 2.26% |
N/A
|
14.8K
$0
|
|
|
Jan 04, 2024
Q4 2023
|
Green Alpha Advisors, LLC
|
BUY
|
- |
14+ 0.13% |
N/A
|
10.9K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.08K- 20.5% |
N/A
|
12K
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.19K- 1.16% |
N/A
|
357K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20.5K- 78.91% |
N/A
|
5.49K
$0
|